Remote Financial Planner - Grow Your Client Network

Scotiabank; Kingston; Remoto; CAD 90.000 - 130.000; Tempo pieno

Vantaggi offerti da questo lavoro

Flexible hours

Remote/virtual role

Marketing support

Descrizione del lavoro

Scotiabank seeks a Virtual Financial Planner within the Scotia Financial Planning team for Central East Ontario (Belleville, Trenton, Kingston). You will build and deepen client relationships by delivering high-quality investment and financial planning advice—often meeting clients outside the office to grow your practice.

You’ll drive investment sales within a comprehensive planning framework, while adhering to sales principles and regulatory requirements.

Competenze

• 3 years of experience in financial planning and investment sales.
• MFDA licensing in good standing (Investment Funds in Canada or CSC).
• PFP and/or CFP designation completed or in progress.
• Strong networking and relationships with COIs.
• Entrepreneurial and self-motivated with ability to work independently.
• Knowledge of market trends and regulatory environment.
• Valid driver's license and access to a vehicle.

Mansioni

• Promote growth of proprietary investment business in the assigned market.
• Execute business development plans and convert prospects into clients.
• Provide client-centric investment solutions via a financial planning framework.
• Conduct outbound calls and needs analyses across financials.
• Engage with local community events and professional networks.

Conoscenze

Networking

Client acquisition

Interpersonal skills

Entrepreneurial mindset

Goal orientation

Formazione

MFDA licensing

PFP designation/CFP designation

Descrizione del lavoro

Scotiabank seeks a Virtual Financial Planner within the Scotia Financial Planning team for Central East Ontario (Belleville, Trenton, Kingston). You will build and deepen client relationships by delivering high-quality investment and financial planning advice—often meeting clients outside the office to grow your practice.

You’ll drive investment sales within a comprehensive planning framework, while adhering to sales principles and regulatory requirements.